Investment Presentation: JACK And Growth Versus Competitive edge
Don’t Confuse Growth With Sustainable Competitive Advantage “The key to investing is not assessing how much an industry is going … Read more
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ROIC, MROIC, Goodwill And Clean Surplus Accounting
S.A. Nelson’s little book, The ABC of Stock Speculation, cites the basic opportunity for manipulation in these words: “The great … Read more
Bob, The Suicide Trader, A Lesson In Big Egos
Part 1 (Bob, Suicide Trader) Scroll down http://blog.marketpsych.com/2012/10/resentment-investing-soros-emotional.html Part 2 (Bob, Suicide Trader) http://blog.marketpsych.com/2012/11/hurricane-psychology-buying-pessimism.html Moral: Don’t let your ego crush … Read more
Investor Personality Tests; MBA Course on Hedge Funds
Investor Personality Tests If you take these tests quickly and truthfully perhaps you will gain insights into your strengths/weaknesses as … Read more
From The Archives: Who Lost the Most Money? Fairholme And Financials
The Biggest Loser? Who (famous, public money managers) has lost the most money? http://www.cnbc.com/id/45696742?__source=yahoo%7Cheadline%7Cquote%7Ctext%7C&par=yahoo A reader asked about how concentrated a … Read more
Capital Allocation (Corporate Finance and Valuation Case Studies)
This is includes an important reading found here: http://www.scribd.com/doc/75125923/Capital-Structure-and-Stock-Repurchases-Value-Vault. Also in the Value Vault. The 58-page document will start with buy … Read more
Best Site For Behavioral Investing And Improving Your Thinking
The best blog for improving your thinking: www.simoleonsense.com. You will learn about your own psychology and how you think—essential knowledge for … Read more
Coke, Pepsi And The Uncivil Cola Wars: Case Study
Money is better than poverty, if only for financial reasons–Woody Allen Besides understanding economies of scale, the next area you … Read more
Opportunities in Life Insurance Stocks–From The Great Shelby Davis
And what I’m interested in is investing in people.– Arthur Rock As a bull market continues, almost anything you buy … Read more
From The Archives: Alice Schroeder Savages Buffett
ALICE SCHROEDER SAVAGES BUFFETT Alice Schroeder criticizes the deity, Warren Buffett:http://www.bloomberg.com/news/2012-03-19/buffett-message-is-do-as-i-say-not-as-i-do-alice-schroeder.html I recommend Snowball, Ms. Schroeder’s book on Buffett. I also … Read more
Chapter 10: Fox Becomes a Network [CASE STUDY]
In my house there’s this light switch that doesn’t do anything. Every so often I would flick it on and … Read more
Case Study: Stub Stocks Or SOP Analysis Of Loews
If you go to work tomorrow wearing a green shirt and say, “I’m going to win a million dollars today … Read more
Pepsi Case Study: Value Line Analysis
Now lets look at Pepsi Co., Inc. (PEP): Pepsi_VL Without glancing at price (easy to do when flipping through the Value-Line … Read more
Lessons on Reading a 13-F
For those who look at 13-F filings, here is advice from a money manager (Tilson Funds www.tilsonfunds.com) who files 13-Fs … Read more
Shortcomings of The NPV Approach To Valuing Stocks
Review For beginners and a review of Present Value—see these 10 minute videos: http://www.khanacademy.org/finance-economics/core-finance/v/introduction-to-present-value and http://www.khanacademy.org/finance-economics/core-finance/v/present-value-2 and http://www.khanacademy.org/finance-economics/core-finance/v/present-value-3 and Discounted … Read more